James
Ashby

Mustard Seed Wealth Management

CRD#3187944
Investment Advisor
in Magnolia, AR

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About this Advisor

James Ashby is a certified financial planner working out of Magnolia, Arkansas, who has been in the industry for 28 years. Ashby is on the advisory team at Mustard Seed Wealth Management. Throughout their career, Ashby has worked at J. David Ashby, Sole Proprietor and Southern Ark University. Ashby has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Arkansas, Louisiana and Texas. Mustard Seed Wealth Management is an advisory firm that has its headquarters in Magnolia, Arkansas. The company has offices in four locations and a total of 10 people on staff. It handles $264 million in total assets among its 1,218 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to 29 charities and foundations. Of its 1,218 client accounts, 16% are associated with high-net-worth investors who have at least $1 million in assets. Mustard Seed Wealth Management has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules typically vary depending on which services are offered. However, fees billed by Mustard Seed Wealth Management can consist of asset-based and hourly fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

202 South Pine, Suite 102 P.O. Box 9304
Magnolia, AR 71754

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Mustard Seed Wealth Management Brokerage Details

Total Assets Under Management

$263,814,695

AR Average: $880,205,985
Total Number of Employees

10

AR Average: 42
Total Number of Accounts

1,218

AR Average: 1,714
Average Account Size

$216,597

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

James Ashby Work History

James has 28 years of experience.

1997 - Present (24 years)

J. David Ashby, Sole Proprietor

1992 - Present (29 years)

Southern Ark University

Disclosures

James Ashby has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mustard Seed Wealth Management

Zachary Talley
Magnolia, AR
Whitney Peterson
Magnolia, AR
Bruce Butterfield
El Dorado, AR
Jonathan Baird
Magnolia, AR
Laurie Pinner
Hope, AR
Minna Green
Magnolia, AR
James Ashby
Magnolia, AR
Angela Eaves
Magnolia, AR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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